Accounting machine and the like



y 2, 1944- A. J. FETTlG ACCOUNTING MACHINE AND THE LIKE Filed Aug. 24, 1940 ll Sheets-Sheet l INVENTOR ATTORNEYS y 2, 1944- A. .1. FETTIG 2,348,168

ACCOUNTING MACHINE AND THE LIKE Filed Aug. 24, 1940 ll Sheets-Sheet 2 ATTORNEYS y 2, 1944- A J. FETTIG ACCOUNTING MACHINE AND THE LIKE Filed Aug. 24, 1940 ll Sheets-Sheet 3 R O T N E V W M y 1944- A. J. FETTIG ACCOUNTING MACHINE AND THE LIKE Filed Aug. 24, 1940 11 Sheets-Sheet 4 INVENTCR ArT/wr J. Fefiig 9W; 4 ,1, @424 ATTORNEYS y 1944- A. J. FETTIG 2,348,168

ACCOUNTING MACHINE AND THE LIKE Filed Aug. 24, 1940 11 Sheets-Sheet 5 4cm 424 4127 460 462- 3 265 262 54 461 599 426 444 7 400 Q I .Flg. 10.

ArF/u L]. Femg 3%,M gwzwsamc ATTORNEYS May 2, 1944.

A. J. FETTIG 2,348,168 ACCOUNTING MACHINE AND THE LIKE Filed Aug. 24, 1940 11 Sheets-Sheet 7 FigJZ.

\ A INVENTOR 9* B /V-T/wr Fefixg Q v M ATTORNEYS May 2, 1944. A. J. FETTIG ACCQUNTING MACHINE AND THE LIKE Filed Aug. 24, 1940 ll Sheets-Sheet 8 INVENTOR A/"l /wr (J. Fer/73 f ATT a il Ets May 2, 1944.

A. J. FETTIG ACCOUNTING MACHINE AND THE LIKE Filed Au 24, 1940 ll Sheets-Sheet 9 7 W,@ ,m )L M ATTORNEYS Fi led Aug. 24, 1940 11 Sheets-Sheet 1o aww mow

Patented MayZ, 1944 ACCOUNTING MACHINE AND THE LIKE Arthur J. Fettig, Detroit, Mich assignor to Burroughs Adding Machine Company, Detroit, Mich, a corporation oi Michigan Application August 24, 1940, serial no. 354,130

(Cl. ass-.60)

24 Claims.

This invention relates to accounting machines or the like of the class used for entering data on I columnar forms, such for example as calculating machines used in accounting or bookkeeping work for printing entries in different columns on accounting or bookkeeping form's, performing the required calculations and printing the results of said calculations on the forms.

One type of work for which the invention is to be used is the posting of customers accounts in banks, which involves the pickingup of the old balance of an account, the entry of .one or moredebit items, usuallyrepresenting checks drawn by the customer against the accountiand paidby the bank,'and/or a credit entryusually representing cash or checks payable to thecustomer and deposited withthe bank for collection, and

the calculation and printing of the new balance. In many banks itis the practice to keep. analysis records for determining for; example, the profit or loss to the bank inihandling the accounts ,of certaincclasses of customers or for determining what charge, if any, is to, be made for handling each account for a given period in order toavoid loss or make a minimum profit, or for other purposes. Such analysis records are, usually made on detachable portions: of the, customers statement forms for convenience iii-making the records and subsequently detaching the record portions from the statement formsbefore. the latter are sent, to the customers.

An object of the invention is to improved machine,

specified.

rdv d an of the 5' character. above A further object of theinvention istoiprovide an improved machine of the-classspecifled for use in accountingor bookkeeping work, particuw larly work involving the keeping of analyses or the like records such as referred to above.

It is desirable that the production of analyses records such as mentioned above shall require the least amount of time of the machine and the operator and shall require the least amount of physical effort and attention of the operator. A further object of the invention, accordingly, is to provide a machine which will facilitate the production of such records by operating rapidly with a high degree of automaticity.

The data of an analysis record, produced as above stated, are printed in a predetermined column, conveniently the-last column, on the work form. The machines usually employed for this work have traveling carriages for varying the relative positionsof the work sheet and printing mechanism so that the printing impression pro- 'duced by the printing mechanism can be made in different selected columns on the work sheet. The tabulation of. the carriage from columnar position to columnar position is usually controlled by antautomatlctabulating mechanism. Usually, sucha machine is provided with power operatedmeansior; returningthe carriage in the opposite direction. Ordinarily, the carriage would tabulate from the last preceding columnar position into the analysis columnar position but, if the. last needed operation of thermachine for completing the' line ,ofentries on the work form is-the operation while the carriage is in the column preceding ,the analysis column, there is noneed for the ca rriage totabulate into the analysis column, However, the data to be entered in the analysis; columnare based upon the character of an item, suchcas a deposit, entered ,in, a preceding column other than the last column ,precedingthe deposit column. If the operator had to wait, say=unti-l the time for initiating-themachine operation ,for an entry in the last column preceding the analysis column, before conditioning thecarriage return .meansfor return ;of the acarriage,directlywfrom said last preceding columnanposition without tabulation into the analysis columnar position; the operator wouldbe required to carry in mind through the intervening operations, -the.- factsthati no data were, to-- be;-ent,ered in the a, current line .in' the analysis column orrwould be required torefer again to the deposit-entry-to determine-whether or not analysis data niust-be entered-in the analysis column before the operatorcould perfform the'act which would determine whether the carriage wouldtabulate .in-to the analysis col? nmnar position or return from-the preceding columnar position; Furthermore, -ifthe operation performed bythe machine when thev car-. riage is i the columnar position immediately preceding the analysis column-is an automatic operation, the operatorv would have ,-no opportunity at that time to do anything to cause the carriage to return immediately at the end of said automatic operation'without tabulating into the analysis column. 'It is a :further object of the invention to provide a machine of the character specified with means presettable when the carriage is in a columnar position preceding but nonadjacent to-the analysis column to-determine whether the carriage shall move into the analysis columnar position or be returned directly from the columnar position immediately preceding the analysis columnar position and without moving into the analysis columnar position. i

The machine described in detail hereinafter may also perform an automatic cycle of operation under certain circumstances, as later described, when thecarriage is in the position corresponding to the column for the entries, such as deposits, on which the analysis data are based, when there is no entry to be made in said column and, therefore, no analysis data to be entered in the analysis column. In that case, the automatic cycle in the deposit column results from a manipulation of a manual control member while conditioning themachine for an operation while the carriage is in a position preceding the deposit columnar position and the operator would have no opportunity, while the carriage is in the deposit columnar position, to do anything to cause direct return of the carriage from the columnar position preceding the analysis columnar position without tabulation to the latter position. Look; ing at it in another way, if the act determining whether the carriage would tabulate into the analysis column or return without tabulating into the analysis column were always to be performed by'the operator while the carriage occupied the deposit columnar position, the machine would have to be set up so that it would never operate automatically with the carriage in the deposit columnar position. A further object of the invention is to control the presetting of the selective carriage return control means by the same means which conditions the machine for automatic cycling when the carriage reaches a predetermined column such as the deposit column.

It is to be understood that the invention is not restricted to uses in which analysis data are entered in the column referred to above, for convenience, as an "analysis column." Rather, it is to be understood that the invention is to be used ,also when entries other than analysis data are entered in some lines but not in other lines in a column which might be designated more accurately by another name and also when the entering or nonentering of data or items in such a column depends upon the entering of items other than deposits and/or upon the character of such items entered in a preceding nonadJacent column which is not necessarily a "deposit column."

A Burroughs high keyboard machine provided with one embodiment of the invention is illustrated by way of example in the accompanying drawings in which:

Figure 1 is a right side elevation of the machine with the casing removed and with the various parts in their normal positions, a few of the parts being broken away for clearness of illustration;

Fig. 2 is a detail illustration of certain parts of Fig. 1;

Fig. 3 is a left side elevation showing certain operating and control parts located on or near the left side of the machine;

Fig. 4 is a right side view on a large scale of certain parts at the rear of the right side of the machine;

Fig. 5 is a detail illustration of the cycle normal key and certain parts controlled thereby, some of which can be seen also,in Fig. 4;

Fig. 6 is a right side elevation of the machine showing certain parts associated more especially with the automatic total control mechanism, these parts being shown in the positions they occupy at the time they have just moved to automatic total-taking or subtotal-taking position but before the cycle of operation of the machine has commenced, other parts shown in Fig. 1 being omitted from Fig. 6 for clearness;

Fig. 7 is a detail illustration of certain parts of Fig, 6;

Fig. 8 is a right side view illustrating someof the parts of Fig. 6 in the positions they occupy' the positions they occupy when anautomatic total or subtotal-taking operation has been prevented as in Fig. 8 but after the machine has been given a cycle of operation in which the crossfooter register-has been moved to the position corresponding to the sign of the total contained therein:

Fig. 10 is a detail illustration of certain parts shown in Figs. 6 and 9;

Fig. 11 isa left side view of some of the parts at the back and on the rear left side of the ma.- chine and which are more particularly concerned with the control of the carriagemovements, the

parts being shown in their normal positions;

Fig. 12 is a detail illustration ofcertain parts. controlling the presettable selective return of the carriage, the parts being shown in the positions which they occupy at the end of the forward stroke of a cycle performed while the-carriage is in the deposit" columnar position:

Fig. 13 is similar to Fig. 12 but shows the. parts in the positions which they occupy before the start of a cycle of operation ofthe machine after the carriage reaches the'second balance or total-taking columnar position;

Fig. 14 is also similar to Fig; lzbutshowsthe parts in the positions which they occupy when the total or subtotal key hasbeendepressed but before the start of the total cycle of operation;

Fig. 15 is also similar to Fig. 12 but shows. the parts in the positions which they occupy when the carriage reaches the "analysis" columnar. position:

Fig. 16 is a detail illustration ofcertain of the parts of Fig. 12 in the positions which they occupy when the carriage is inthe first of two. bah ance" columnar positions and the total orsubttotal key is in depressed position; I

Fig. '17 is a detail illustration of certain of the parts of Fig. 12 in the positions which they occupy when the carriage is in the second of the two "balance columnar positions but theselective carriage return means is conditioned tozpermit the carriage to tabulate to the analysis columnar position;

Fig. 18 is a partial rear view of. the machine; Fig. 19 shows more of the carriage return mechanism as viewed from the front of the machine;

Fig. 20 shows certain parts of the carriage re-' turn mechanism as viewed from the rear of. the machine; and

Fig. 21 is a schematic illustration of an example of work performed by the machine and indicates the relation between the carriage positions and the times when certain control elements become efiective while the machineis set upior the illustrated example of work.

The illustrated embodiment of this inventionfor accomplishing the heretofore mentioned desired results is shown as applied to the well-- known Burroughs high keyboard machine illusor subtotal-taking.

particularly certain parts.

patents, as, for example, the

Pasinsk i atents, No. 1,778,506 and No. 1,911,768,

for .whiq reason thsgeneral construction of the machine will -be. described only ,very briefly, ref-- General construction The general operating and calculating mechanisn'i's ofthe illustrated machine may be given cycles of operation, each comprising a forward and? a return stroke, byfan electric drive motor 25 operating through a.clutch 25, as described inthe Vincent Patent .No. 866,750, the motor and clutchgbeing controlled, as disclosed in the Bindschedler patents, Nos. 1,658,036 and 1,773,164 from a motor bar M, The front and rear stems of said motor .b'ar M (Figs. land 6) are supportedon studs on leversfland pivoted on shafts 29 and 30. respectively, and having a stud and slot connection with each other between said pivots. The levers 21 and 28 are urged clockwise and counterclockwise, respectively, by a spring 3| connected between said levers and thus urging the motor bar M upward to normal position. The rear end of the lever 21 has .a stud 32 (Fig. 10) engaging in a slot in a control link 33,. A spring 341s connected between the lever. 21 and the link to urgesaid'link upward relatively to said lever and tends to maintain the stud on said lever at the lower end of the slot in said link.

The lower end of the link is passes through an openingin a stud l5 pivotally secured in, the end of an arm throughwhich the usual clutch and motor switch are controlled as shown in said Bindschedle'r'patents. A spring 35 surrounding the link 33 and compressed between a shoulder on said link and the arm 35 urges the link and arm upward and downwardfrespectively, relatively to each other to the limit determined .by nuts threaded on the lower 'end of the. link.

Depression of the motor bar M rocks-the levers 21 and 25 counterelockwise and clockwise, respectively, and the rear end of. lever 21 acting through the spring 34 raises the link 85 and the forward end 'ofthe arm 35 to close the motor switch and connect the clutch to give themac'hine a cycle of operation.

For each cycle, theclutch shaft 40 (Fig. l) and the crank arm' 4| thereon rotate one revolution and, through the link 42, rock an arm 43 first clockwise and then counterclockwise about a shaft 44 on which said arm is freely rockably mounted. The arm 43 has an abutment cooperating with an abutment on an arm 45 secured on the shaft 44 whereby the arm 43 when driven clockwise also drives the arm .45 and shaft 44 clockwise in which is known as the forward stroke of the cycle. An arm 48 also secured to theshaft 44 is connected to springs which return the shaft 44 and arms 45 and 4!; counterclockwise in the return stroke of the cycle while the motor, clutch and arm 43 generally run some what ahead of the arm 45. The arm 45 is connected through a link 48 (Figs. 1 and 6) to the usual full-stroke sector 49 secured on the shaft 50 to which the usual hand crank may be attached for cycling the machine manually when desired.

The amount entering means of the illustrated machine comprises a suitable number of rows or bank of keys 5| (Figs. 1 and 3) which. when depressed, rock "individual bell cranks 52 which pinions and 55 (Figs. 1 and 3).

move stop wires 53 into position to arrest the amount actuator sectors 54 (Fig. 1), associated with the several banks of keys, at positions corresponding to the depressed keys in the respective'key banks when said actuators descend from their normal positions during the forward stroke of the cycle. During the return stroke, the lowered actuators 54 rise again to their normal po-- sitions and the depressed keys 5! are restored to normal. 1

The illustrated machine has a main adding and subtracting register or crossfooter or the tumbling type having a plurality of pairs of meshing This main register or-crossfooter is constructed and operated substantially as disclosed in the Pasinski patents, Nos. 1,778,506 and 1,911,768. The pinions 55 and 55 are supported in a tumbllng" frame 51 (Fig; 3) pivotally supported by studs 58 in a main frame 59 rockably mounted on the shaft 50. The tumbling" frame 51 is normally positioned so that, when-moved toward the actuators 54, by rocking of the mainframe 59 about the shaft 50, the "add pinions 55 of each pair of pinions will'mesh with the corresponding actuators but the frame 51 may be tumbled to cause the subtract" pinions 55 to mesh with the actuators upon movement of the register toward the actuators.

For amount entering operations, 1. e., addiionor subtraction, the pinions 55 or 56 are out of-mesh with the actuators 54 throughout the descent of the actuators but the pinions are ,in mesh with the actuators during their return .to normal in the return stroke of the amount entering cycle so that amounts entered on the keys 5| will be entered into .the register. In tota taking operations, the pinions 55 or 55 are in mesh with the actuators during the forward stroke of the total-taking cycle and the actuators 54 descend until the corresponding pinions are arrested. The pinions are disengaged from the actuatorswhile the latter rise again to their normal positions during the return stroke of the total-taking cycle. In subtotal-taking cycles, the pinions 55 or 56 are meshed with the actuators during. both the forward and return strokes so that the total withdrawn from the register in the forward'stroke is reentered during the return stroke. In adding, positive total taking and positive subtotal taking, the pinions 55 are meshed with the actuators 54 but, in subtracting, negative total taking and negative subtotal taking, the pin ons 56 are meshed with the actuators.

For the add-subtract crossfooter 55--55, there is a tens-transfer mechanism eilecting both carries and borrows" by means of an extra step of return movement of the actuators 54 beyond their normal positions as disclosedin the Rinsche Patent No. l.172,484'.' Portionsof this transfer mechansm arrest the register pinions in their positive 0" positions in positive total-taking and positive subtotal-taking operations and in their positive 9- posit ons in negative total-taking and negative subtotal-taking operations. A fugitive 1. mechanism also like that disclosed in the Rinsche Patent No. 1,172,484 is provided to en 02 are out at engagement, with the actuators ll while the machine is at rest.

The printing mechanism in the illustrated machine comprises, for each actuator 54 and corresponding bank of keys II, a set of printing type 5 85 (Fig. 1) carried on the rear end of the lever 04. the forward end of which carries the actuator 54. Thus, at the end of the forward stroke of a cycle, the types corresponding to the amount entered on the keys 5| or the total or subtotal taken from the crossfooter 5555 or from a register 62 are positioned at the printing line. These type are then driven by hammers 56 against record material held about a platen roller P. The printing hammers the usual machine of the type illustrated and as disclosed in various patents, to secure the desired printing in selected orders.

Printing is effected in selected columns on the work sheet, the selection of columns trolled by columnar printing control means which, in the form provided in the illustrated machine, comprises a traveling carriage C carrying the platen P and longitudinally movably mounted on the fixed frame of the machine. The carriage is urged towardthe left, as viewed from the front of the machine, by a spring in a drum 10 (Fig. 3) to which is secured one end of a tape H, the other end of which is secured to the carriage. toward the left from one columnar position to the next near the end of each cycle of the machine under the control of a tabulating mechanism like that disclosed in the Rinsche Patent No. 1,516,685. prises a stop bar 12 (Fig. 18) rockably mounted on the carriage and carrying a plurality of column stops I3 adjustably positioned along the bar 12 in accordance with the columnar positions in which they are to ment with an abutment H. A tabulating pawl I5 moves downward during the forward stroke of each cycle and, when it returns upward during the return stroke, it normally engages the column are controlled, as in being con- 20 Normally, the carriage tabulates The tabulating mechanism comhold the carriage by engagestop 13 which is engaged with the abutment H and rocks said stop and the bar 12 to disengage said stop from the abutment Id. The carriage immediately moves toward the left as viewed from the front, or toward the right as viewed in Fig. 18, and thereby carries the said stop the pawl "whereupon the bar 12 normally is immediately rocked back to its normal position by the usual spring so that the stop 13 for the next column is in position to engage the abutment I4 and arrest the carriage lumnar position. The carriage may be normalized, i. e., the tabulating mechanism may be disabled. by means of the usual carriage normal" key controlling means, such as disclosed in the Lundgren Patent No. 1,195,599, iabulating mechanism and so permits the carriage to remain stationary as long as said key remains depressed. The machine is also provided with the usual vertical spacing and carriage return" motor bar ner, will disable the tabulating mechanism during the cycle of machine operation initiated by depression of said bar and cause the carriage to remain stationary at the end of said cycle.

After completion of a line riage is returned toward the right as viewed from the front or toward the left in Fig. 18 by a power operated carriage return mechanism (Figs. 18, 19 and 20 As disclosed in detail in the Rinsche 13 away from in the next 00- which disables the SR which, when depressed in oneman- 05 of entries, the car- Patent No. 1580.534, a rack bar on the carriage 75 aasenss meshes with gear teeth on the periphery of the driven member ll of a clutch located in ahousing l2 and powered thrcush a drive means in the housing II from the drive motor 25 oi the machine. As disclosed in said Rinsche patent, a lever 05, pivotally mounted at 00 on a stationary plate 01, causes engagement of the clutch when it is rocked clockwise in Fig. 19 (counterclockwise inFigs. 18 and 20) and disengages the clutch when said lever is returned to its normal position of Fig. 19. The clutch control lever 95, after being moved to either position, is yieldingly held in such position by a stud B0 on a pivoted spring urged detent lever 89 engaging in one or the other of a pair of notches in said clutch control lever. In the illustrated machine, the clutch control lever may b controlled from the lower motor bar SR and the paper carriage through mechanism including the parts 600-405 in the manner in which the corresponding carriage return clutch control member I3 01 my copending application Serial No. 299,682, filed October 16, 1932, is controlled through the mechanism including the parts I'll-I88, |90-I96, 200-205 and II I-222 from th lower motor bar I10 and paper carriage of said copending application. The carriage return clutch control member 05 is also controlled by a link pivotally connected at its upper end to the left-hand arm (Fig. 19) of a bell crank 96 pivotally mounted on a stud 91 on the stationary plate 01 and urged upward by a spring 98 until stopped by engagement of the bell crank 96 against a stud 99 on the stationary plate 91. The upper arm of the bell crank engages against the right-hand side (Fig. 19) of a stud I00 carried by a downwardly projecting arm of a slide IOI slidably mounted on the stationary plate 07. As most clearly shown In Fig. 20, a member I02 is pivotaliy mounted on a stud I03 on the slide IN and urged clockwise in Fig. 20 (counterclockwise in Fig. 19) by a spring I04 into contact with a stud I05 fixed in the plate 81. Normally, the slide MI and member I02 are in the position of Fig. 19 where the stud I05 engages the upper .edge of the member I02 at a point which is nearer to the pivot I03 than is the notch in which the stud I05 engages in Fig. 20. In the Fig. 19 position the stud holds the member I02 with its end below a stud I05 on the lever 05 which is in the normal clutch-disengaging position. When the link 95 is pulled down by means to be described later, the slide IN is moved to the left in Fig. 19 and to the right In" Fig. 20 to the position shown in the latter figure and a projection I0! on the slide engages a stud I 08 on th member 92 to move the latter to dis- As the carriage moves slightly past its column 1 position, a projection II5 (Fig. 18) on a release member I I6 adjustably secured on the rack bar 60 engages a laterallug I IIiFig. 19) on the member I02 to rock the latter counterclockwise in Figs. 18 and and return the slide IM to the position of Fig. 19 while a cam finger II8 on said release memberv II6 engages the roller stud I09 on the clutch lever 65 and cams the latter to the clutch releasing position whereby the switch IIO is also reopened. The carriage is thenpermitted stopped by engagement of a column stop 13 against the abutment 14.

To facilitate the insertion and removal of the recordmaterial or work sheets about the platen automatically controlled power operated frontfeed mechanism like that disclosed in the Muller patents, Nos. 2,202,595 and, 2,202,596. Portions of this mechanism are shown in Figs. 1 and 18.

automatic controls for enabling it to perform various kinds of operations. The positioning of the crossfooter for engagement of the add pinions 55 or the subtract" pinions 56 for engagethroughthe subtract lever S (Fig. 3) and automatically by the carriage, as disclosed in the Pasinski patents, Nos. 1,778,506 and 1,911,768. The subtract lever B pivoted at I20 has a. rearward arm I2I connected to a link I22 having a stud I23 within a slot in a pitman I24. The rear portion of the pitman I24 has anupper branch having a shoulder I25 adapted to cooperate with a stud I26 and also has alower branch havin a shoulder I21 adapted to cooperate with a stud I26. The studs I26 and I26 are carried by aplate I29 secured upon the'familiar 000- shaft which is rocked counterclockwise (Fig. 3) duringthe forward stroke and is returned clockwise during the return stroke of each cycl by the usual connections with the shaft 44. Normally, the parts occupy the position of Fig. 3. When, however,

the lever S is moved to the position indicated in dot-and-dash line. in Fig. 3, the link I22 and thus-the rear end of the pitman I24 are raised to place the shoulder I25 in the pathof the stud I26 so that, during the forward stroke of the cycle, the pitman will be drawn rearward. The forward end of the pitman I24 is pivotally connected to a cam lever I30 which is pivoted at I20 and tumbles the crossfooter frame 51 in thefwell-known manner. When the pitman I24 is drawn rearward, the lever I30 is rocked clockwiseyfrom its Fig. 3 position ,to ftumble the frame 51 .to the position where the subtract .piniohs 56 are presented for engagement with the actuators 54. When the lever S returns to the position, the rear end of the pitman I24 is lowered again to place the shoulder I21 in the path of the stud I28 so that, .during the forward stroke of the following cycle, the pitman I24 will be moved forward to rock the cam lever I30 counterclockwise to its Fig. 3 position to tumble the frame 51 to the position to place the add" pinions 55 in position for engagement with the actuators 54, Y

The "subtract lever S also is vpivotally connected to a link I3I having, near its rearend, a notch receiving a stud I32 on a lever I33 pivotally mounted at I34. A spring I35 connected to the lever I33 urges the parts to the position of Fig. 3. A bell crank I36 pivotally supported on a rear arm of the lever I33 can be rocked against the tension of a spring I31 clockwise positioned to be acted upon by rolls I4I adjustably mounted on the carriageC. .When a carriage roll I moves over the arm I it depresses the m latter and raises the arm I38 and bell crank I36. to move slightly in the tabulating ,direction until The lever I33, if not impeded, is thereby rocked clockwise (Fig. 3), the spring I31 being capable of overcoming the spring I35, and moves the link Ill and lever S forward to the positionso that, during the forward stroke of the next cycle, P, the illustrated machine is provided with an,-

' the crossfooter tumbling frame 51 will be tumbled -to the position. The spring I35 urges'the parts to the position when there is no carriage roll I overthe arm I40 and the spring I31 and bell crank I36 permit the lever S to be manually held Th illustrated machine has both manual and in the position even when there is a carriage roll I holding the arm I40 down.

The engagement and disengagement of the crossfooter pinions 55 or 56 and the actuators 54 35 are effected by mechanism which is like that ment with theactuators is controlled manually pivotedat 60 has a rearwardly extending link I42 pivoted on its left-hand side member below :the

pivotal support 60. The link I42 hasa shoulder adapted to cooperate with a stud I43 on the familiar arm 0I3 secured on the 800 shaft whereby the frame 59 will be rocked .to engage the cr'ossfooter pinions 55 or 56 with the actuators 54 at the end of each cycle of operationofthe machine if they should be out ofengagement with the actuators at that time. 'lAbOVB and below 66 the pivotal support 60; the leftside member of -the crossfooter main frame 59 has two studs I44 and I45 adapted to cooperate with notched and shouldered upper and lower branches on the lower forward end of a link I46pivotallycon- 45 nected at its upper rear end tothemiddle. arm

of the familiar three-armed rocking lever vi113, the forward and rearward arms ofwhich carry studs I41 and I46, respectively, which are adapted to cooperate with the usual passby pawl 82I car- 60 ried by the arm 6I3. At the beginning of each cycle of operation, the pawl 82I engagesv the stud I41 and rocks the three-armed lever 9 I3 counterclockwise in Fig. 3, thus moving the link I46 forward. In amount entering operations, the forward end of the link I46 is held upwardin the position of Fig. 3'by a spring I49 with-the stud I44 engaged in the notch in the upper-f forward branch of said link I46. Thus, when the link I46 is moved forward at the beginning of the cycle, the crossfooter main frame 50 is rocked to disengage the crossfooter pinions from the actuators. Near the end of the forwa'rdstroke of the cycle, the passby pawl 82I engages the stud I48 but yields without rocking the lever 9I3. During the first part of the return stroke, however, the

pawl -62I acts on the stud I48 to rock the lever 9I3 clockwise (Fig. 3) back to its normal position thus drawing the link I46 rearward and rocking the crossfooter frame 59 to engage the crossfooter pinions 55 or 56 with the actuators 54, after which the-latter are returned upward to normal from the differential positions corresponding to the depressed amount keys, whereby the amount which was set up on th keys is added or subtracted de- 76 pending upon whether the pinions 55 or 56 are engaged with the actuators. At the end of the I" but yields without rocking the lever M3.

The crossiooter may be non-added." The pawl 02! acting on the stud I41 disengages the crosviooter pinions irom the actuators at the beginning of the non-add cycle of the machine just as in anadding'or a subtracting amount entering operation However, when the pawl 82i approaches the stud I40 near the end of the torward stroke, engagement of the pawl 82! with the stud HI islprevented by a pawl Ill pivoted at I51 and normally held clockwise from its Fig. 3 position so that it normally does not interfere with the action oi the pawl III. The pawl I" has a stud ill ensued in the slotted end of a lever III which is connected through a, link Ill with an arm I pivoted at I" and held by a spring I08 in engagement, with a lateral lug on av lever 181' also pivotally supported at I. The rear end oi the lever I51 engages in the slotted end of one arm III or a yoke I00 rockably supported on the stud I and having: a second arm I00 adapted to be acted upon by rolls Iii adjustably. mounted on the carriage C. When a carriage roll III holds down the arm I00 as shown in Fig. 3, the levers Ill and arm III are held in the clockwise position shown injlg. 3,

' thus holding, the link I04 and arm I00 down and the pawl I00 clockwise in the position shown in Fig. 3 to prevent the pawl "I from acting on the stud Ill. Thus, when the parts are positioned as shown in Fig. 3 by a roll Iii 0n the carriage, the croestooter pinions will not be engaged with the-actuators N at the beginning of the return strokeoi the cycle. The crossiooter main frame 50 also has pivotally connected thereto the forward end of a link IQL-the rearward end or which is normally held elevated by a spring I82 and has ashouider adapted to be ensured by a stud I on the arm III at the end of the forward stroke oi the. cycle. However, the arm I" has a finger extending forward. over a lateral lug on the forward endoi' the link iflxso that, when the arm I00 is moved! its Fig. 3 position by a carriage roll III, the forward shoulder of the link I02 is'held onto! the path or the stud I. The parts just described may also be moved to the nonadd position illustrated in Fig. 3 manually by the usual non-add"key (not shown) For total-taking operations, the connection between the link I" and the crossiooter main 'frame 00 is altered. The bell crank I10 oithe total key '1 carries a stud III which extends into a slot in a link I12, the lower end of which has a. stud and slot connection with the forward end of the link I and is also connected to the upper end oi the spring I49. Upon depression of the total key, the link H2 is lowered, thereby lowering the forward end of the link I40 to disengage it from, stud I and to .permit engagement of the notch in the lower forward branch of said link I over the stud I45. Accordingly, when the link I40 is moved forward at the beginning oi the forward stroke of the cycle, the crossfooter main frame 59 will be rocked to engage the pinions 5501' 56 with the actuator racks if they are not already so engaged. At the beginning of the return stroke, the rearward movement of the link I" disengages the crossiooter pinions from the actuators and at the end of the return stroke the stud I43 engages the shoulder on the link I42 and reeds-ages the crossfooter minions with the actuators.

. 7.: subtotnktakihg operations, the crossfooter 2,34a,1es

pinions arenot disengaged from the actuator racks at the beginning of the return strokeor the cycle. The bell crank I" otthe subtotal or the subtotal key ST also rocks the total key bell crank ill and lowers the ink land the forward endvof the link I" as for total taking. The link Ill carries a stud H0 which, upon depression oi the subtotal key S'l', engages an upwardly extending finger of the pawl II! and rocks said pawl clockwise from its normal inertective position to the position oi Fig. 3. where said pawlprevents th pawl 02' from acting onstud I with the. result that the link I is'not moved rearward to disengage the crossi'ooter piniona irom the actuators at the beginning 0! the return stroke of the ycle.

The mechanism may also be automatically conditioned tor the taking of totals and subtotals from the crosstooter under the control or the carriage, as will be described later.

The illustrated machine is provided with an interlock means like that disclosed in the Paeinski Patent No; 1,778,506 which prevents depression of a total keywhenever the position of the crowiooter tumbling. frame I! and the position oi the "subtract lever 8 do not both correspond to the sign of the total contained in the crossiooter.

Provided that the positions oi the erosstooter tumbling frame and the subtract lever coincim and both correspond to the sign oi the total contained in. the crossiooter, totals and subtotais, both positive and negative. may be taken from said crolsi'ooter without a spacing cycle prior to the total-taking cycle, the illustrated machine being provided [or this Whose with mechanism like that disclosed in the Muller Patent No. 1,844,070. p

The total key bell crank I'll is connected through alink Ill toan arm Ill secured onthe shaft I02 which extends through the machine. Near the right side of the machine, said shift I02 has secured thereon an arm Ill (Fig. 6) con.

nected ton link I, the rear end 01' which is urged upward by a spring Ill. The rear end of said link I, has a shoulder Ill-normally in front 01 a lateral lug on one arm of a latch lever I01 which is urged counterclockwise by a spring I and has a second arm having a shoulder I normally engaged behind a-lateral ingon a lever 200 pivotally mounted at 201 and connected with the rear end of a link 202. As in said Muller Patent 1,844,070, rocking of the total key bellcrank I10 a short distance toward total-taking position causes the shaft I02 to be rocked clockwise in Fig. 6 and the link IN to move rearward and disengage the latch shoulder I from the lever 200. A spring 201 connected to the link 202 thereupon pulls said link rearward and rocks the lever 200 counterclockwise. A stud 204 on the lever 200 engages in a slot in the link I 04 so that the rocking of lever 200 by the spring 203 completes the movement of the total key bell crank I10 to total-taking position. The link 202 is connected at its forward end with-the lower arm oi" a member 205 secured on a shaft 200.

As in said Muller Patent 1,844,070, the counterclockwise rocking of said member 205 and shaft 208 by rearward movement of the link 202 results in the crossiooter being disengaged from the actuators, the restoring to normal of any actuators which are out of their normal "0" positions in consequence of tens transfers effected during the preceding cycle otoperation, and

the making of a bail 201 (Fig. 3) which releases the transfer pawl latches and permits any transfer pawls moved in tens-transfer operations during the preceding cycle to return to normal. The

link at: also carries a stud 2110 dug. a) which, when the link moves rearward, engages one. arm or a bell crank 2. the other arm 01' which is connected through a stud and slot connection 212 to a spring 2l3 which, in turn. is secured to a connecting piece 3. As shown in Fig. 2, the connecting piece I has an. apertured lug through which the control link 33 passes and which is clamped between two nuts threaded on the lower end of the link 33 below the. clutch arm 35 so that, when said connecting piece I is drawn upwardit not only rocks the arm 3 to cause engagement oi the clutch and closinx of the motor switch, but it also lifts the clutch control link 33 and thereby causes depression of the main motor bar M. As the lever 2|! is rocked counterclockwise (Fig. 6) bythe spring 333, the, stud I not only pulls the link I34 rearward but also depresses its rearward end and lowers the shoulder I96 below the lateral lug on the latch member I81 so as to permit the shoulder I33 on said latch member tore-engage behind the lateral lug on the lever .200 when it is restored to normal during the ensuing cycle. The restoring of the lever 200 during said cycle is eitected by a stud iii on the arm engaging the lower arm. of a lever 2| pivote'd'at 2H and haw in: in its upper arm a slot in which engages a stud Ill on said lever I30.

Thus, the rocking of the total key bell crank I" while it is free, i. e., while the position of the "subtraot lever S and the position oiv the cross tooter tumbling frame 6'! corresp nd to the sign, of the total in the crosstooter, not only eiieots the operation necessary to condition the machine for a total-taking or'subtotal taking cycle but also initiates the machine cycle for taking the total or subtotal.

If the position of the crossiooter tumbling frame and the po'sition'of the subtract lever 3 do not coincide with each otheras well as correspond to the sign of the total in the crosstooter when the paper carriage occupies a columnar position where a total or a subtotal should be taken from the crossfooter, it will sometimes be necessary to give the machine a spacing cycle of operation for tumbling the crossfooter to the tract" lever S and the crossfooter would normally be in the position at that time so the operator may be required to move the lever S to: the position and give the machine a spacing cycle to tumble the crossfooter to the position. The machine is provided with a means like that illustrated in Figs, 1, l and ll of the Muller Patent No. 2,202,596 which automatically disables the tabulating mechanism when the carriage reaches .a predetermined columnar position, the column position for the example of work shown in Fig, 21, and keeps it disabled until the total key or subtotal key is depressed so that the, carriage will not tabulate to-thenext columnar position until the total or subtotal. is taken: This mechanism includes the lever 210 (Fig. 11) which. whenever the forward end oi the total key bell crank H0 is depressed. is stocked counterclockwise by the stud 22! on the link 322 connected at its forward end to the downward arm oi the total key bell crank I'll. when the lever 22!! is thus rocked counterclockwise. it depresses the horizontal arm 223 of a ank corresponding to that nam bered m inithe Mu l r; Patent No. 2,202,596. For the exampleht work illustrated in Fig. 21, the

column stop 13 for the column 5 position of the carriage is slotted as indicated at 1! in'Fis'. 11 in the the column stop I22 of said Muller patent."

The machine also has an upper motor bar U (Figs 1 and 4). the upper end of the stem 230 0.1- which lssuid'eidion a fixed stud Ill (Fig. 4) projecting thrown-a slot in said stem. The lower end of. the-stem is p votally connected to an arm 232 (Fig. 1) pivotally mounted at 233. The motor bar U is urged to its upper normal position by a spring 2 (Fig. 4) but. when the upper motor bar U is depressedxit also causes depression of the regular motor bar M. For this purpose, a bell crank 235 pivotally mounted at 238 on the stem 23! has. a forward arm with a slotted and receiving a stud-I3! on the rearward end of the lever 30 on which the rear end of the regular motor bar M is supported. A stud 238' is secured in the stem 230 immediately above the forward arm 0! the bell crank 23! so that. when the upper motor bar U is depressed. the stud 238 limits clockwise rotation. of crank 23! andso causes clockwise rocking oi lever 23, counterclockwise rocking oi lever TI, depression of the regular motor bar M and elevation ofthe motor control link 33 to initiate a machine cycle.

When the regular motor bar M is depressed, the u ual repeat. book 2" (Figs. L4, 6,8 and 9) pivoted on the lever hooks under a stud I (Fig. 4) secured on the lever 31 and so holds the regular motor-'bar-depressed until the repeat hook is operated as: described later. to: release the stud 241. While the resulanmotor bar M is held depressed after depression-resulting from depression of the upper'motor bar U, the latter is prevented from rising to its normal position and is held in an intermediatevor partially do pressed position. The bell crank 235 is so :arranged and dimensioned in-relation to the cooperating parts that, when the upper motor bar U is depressed. thc'downward arm of-jthe crank swings slightly forward of the stud 231. When manual pressure is withdrawn from the upper motor bar U, the spring 234 moves it. upward a short distance but, as the regularmotorbar M is latched in depressed position; :thestud! causes the crank. 23! to'rock counterclockwise until its downward arm engages against the side of the squared portion oi stud-.23! to prevent further upward movement of the uppermotor bar U which is thus latched in 'an'intermdiate position until the regular motor bar M is *un-*'* The machine; is also rovided with mechanisms as disclosed in the MullerPatent No. 2,274,803, but modified in certain, respects, for controlling skip tabulation of the paper carriage, automatic cycling of the machine under certain conditions when the carriage reaches a predetermined cooi total taking. However, beiore'proceedingifurther with the detailed description oi'the illustrated mechanisms. an example of work which the machineis adapted to perform will first be explained to facilitate understanding of 'j the mechanisms described later.

Example of .work

Fig. 21Qillus trates a statement iormsuc h as preparedv inabank in connection with a cus-- tomers checking account. Columns 6and'7oi the illustrated form are on a portion which can be detached from the remainder of the iorm along the line otperiorationsbetween' columns and 6. Columns 1, Zand 3 are the usual oldbalance pickup and checks columns. .Column 41s the deposit column and column 5 the balance column. Columnfi or the detachable portion is also'a balance column and column 7 is the analysis column. 01' course, any desired'kind of analysis" data. could be entered in the analysis column 7, but, merely for the sake of an illustration, the

, figures which have been entered in column'7 of Fig. 21 represent the. amounts of deposited credit but, not immediately collected.

footer controls for subtraction. The operator setsup 25.00, the amount of a check,-on the keyboard; and again depresses the regularmotor bar M, whereupon the machine operates to" print the amount'25.00 in column, 2 and subtractsthis amount from the crossiooter. After the printing operation incolumn 2, the carriage tabulates to the column 3 position where the amount of another check, 30.00, is entered and printed in column 3 and subtracted from the crossf ooter in a cycle of operation also initiated by depression of the regularmotor bar. The carriage then tabulates to the column 4 position where it automatically conditions the crossiooter controls for addition. The operator then sets up 75.00, the total of a number. of deposit items, anddepresses the regular motor'bar M to give the machine a cycle or operation during which the amount 75.00 is added in the crossfooter. and printed in column 4, whereupon the. carriage tabulates to the column 5. position and the machine is automatically given acycle of operation during which a subtotal is taken from the crosslooter and printed in lumnar position, and automatic carriage control checks which have been entered tothe customer's ing which the amount 50.00 is printed in col- 'umn 7 and the carriage return mechanism is set into operation to return the carriage-townie column lfposition. Inmaking the next line of entries, line IIon therorm 0! Fig. 21, the operator readsthe balance, 120.00,!rom column 5 or 6 in line 1, sets this up on the keyboard'and depresses the regular motor bar M to give th machine a cycle of operation for adding this amount in the crosslooterand printing it in column Latter which the carriage tabulates to the column 2 position.

Herathe' operator sets up 40.00, the amount of a checkjo n the keyboard and, noting that there is no further check to be posted, the-operator depresses the upper motor bar U. Also noting that there is a deposit to be entered in column 4, the operator depresses said motor bar U in a particular way, causing an operation of the ma.- chine for subtracting the amount or the check i'rom the crossfooter and printing the amount in column 2, aiter'which-the carriage skip tabulates to column 4 and the machine comes to rest. Here, the operator sets-up the amount'o! 20.00

on the keyboard and. noting that this deposit does not require the entry of any analysis figures in column 7, the operator again depresses the upper motor bar U which causes a machine cycle in which the amount of the deposit is added in the crossiooter and printed in column 4,-aiter which the carriage tabulates to column 5. When the carriage reaches the column 6 position, the

matic total and print it so that the new balance is printed in columns 5 and 6 in line It As a result of the depression of the special'motor bar for the column 4 entry in line II, the carriage return mechanism is set into operation afterthe 3 printing of the total in column 8 and the carriage ls'returned to the column 1 position without entering the column 7 position. saves 'thetime which would ordinarily be required by tabulation of the carriage into the column! position and by manual depression or a motor bar by the operator alter the carriage reached the column 7 position. It is also noted'thatthe depression oi the upper motor bar U which causes the carriage to be returned from the column 6 position instead of tabulating into the column 7 position is effected by the operator at the time oi initiating the machine cycle for the entry in column 4'. The presence or absence oi analysis data to be entered in column 7 is determined by the nature of the item entry in column 4 and 'at the time of making the column 4 entry the operator has in mind the'iact that analysis data are or are not to be entered in column 7. In line I,

the operator, at the time of setting up the amount "of thefdeposit, 75.00, on the keyboard for the entry in column 4, noted that some oithe items included in the deposit required analysis data to column 5, leaving the total still in thecrossfooter. The carriage th'en tabulatcs to the column 6 position, whereupon the machine is given another automatic cycle of'operation' during whichthe total is taken from the crossfooter,

leaving the latterclear, and printed in column 6:

be entered in column 7 and, therefore, depressed the regular motor bar M for the entry in column 4. The operator can utilize the time during which the machine performs the two automatic cycles for printing the balance in columns 5 and 6 'todetermine the exact figures-to be entered in column 7. At the time of setting up the amount of 20.00 on the keyboard for entry in column 4 in line II, the operator; noting that no analysis data were to be entered in column 7 in line H, depressed the upper motor bar U and could then immediately dismiss from mind any question regarding column '1. The operator did not have to wait until after the total was printed in column 6 to do anything further to cause the carriage return to column 1. Instead, the operator could utilize the -time during which the machine was performing the automatic cycles for the printing of the balances in columns and 6 in making ready for the next posting operation to be performed.

In line III, the old balance of 80.00 is entered in thepickup column 1 in the usual way. In entering 15.00, the amount of a check, in column 2, the operator, noting that there is no further check to be entered and that thre is no deposit to be entered in column 4 in line III, depresses the upper motor bar U and withdraws manual pressure from said motor bar immediately after having depressed it. After the printing of the amount of 15.00 in column 2, the carriage skips to the column 4 position and the machine is immediately automatically given a cycle of operation during which the crossfooter is tumbled to adding position so that, when the carriage tabulates to column 5, the add pinions 55 of the crossfooter are positioned for engagement with the actuators 54 for the automatic subtotal-taking operation during which the balance is printed in column 5. After the printing of the balance in column 5, the carriage tabulates to the column 6 position where the total is taken from the crossfooter and printed, after which the carriage'is returned directly to the column 1 position without tabulating into the column 7 position. In the making of this third line motor bar U was depressed while the carriage was in the column 2 position andremalned depressed until near the end of the automatic cycle while the paper carriage was in the column 4 position. The upper motor bar U, being-in depressed position during the cycle with the carriage in the column 4 position, caused the carriage return mechanism to be conditioned to return the carriage from the column 6 position to the column 1 position. This was correct because, there being no deposit to be entered in column 4, there would, in the example of work being de-' scribed for the purpose of illustration, be no analysis data to be entered in column '7.

It should be noted at this point that the carriage is not necessarily returned to the column 1 position from the column 6 position at the end of a line of entries in which no entry is made in column 4. Suppose, for the sake of illustration, that the analysis data to be entered in column '7 might sometimes be based upon entries made in some othercolumn besides column 4. For example, suppose that, in accordance with the system being used in a particular business, the nature of the debit item in column 2 of line III was such as to necessitate the entry of data in column 7 even though there was no item to be entered in column 4. In that case, the operator, in initiating a machine cycle for the entry in column 2, would depress the upper motor bar U to cause the carriage to skip tabulate to the column 4 position but would maintain manual pressure on the motor bar until the carriage comes to rest in column 4. Then the machine would not perform an automatic cycle when the carriage reaches the column 4 position but the operator could then release the upper motor bar U and immediately depress the regular motor bar M to cause the needed cycle of operation in column 4 for tumbling the cross iooter to adding position, after of entries, the upperv fully depressed until ferent ones of the multiple registers mally causes the carriage IV of the work form shown which the balance would be printed in columns 5 and 6 during automatic cycles of the machine and the paper carriage would tabulate into the column '7 position alter the printing of the total in column 6.

In line IV on the work sheet shown in Fig. 21,

there are no checks or debit items to be entered in columns 2 and 3. Noting this at the time of setting up the amount of the old balance, 65.00, on the keyboard for the column 1 entry, the operator depresses the upper motor bar U and continues to hold it fully depressed. After the printing of the amount of 65.00 in column 1, the carriage skip tabulates to the column 4 position. Noautomatic cycle is performed by the machine at this time because the upper motor bar is held the carriage reaches the column 4 position. The operator then releases the upper motor bar, sets up the amount of the deposit, 50.00, on the keyboard, and depresses the regular motor bar M to initiate the deposit entering cycle of the machine in view of the fact that the nature of some of the deposit items included in the 50.00 amount is such as to require the entry of analysis data in column '7.

The amounts entered in the several columns on the work form in Fig. 21 may be added into dif- 42 or the multiple registers may be non-added" in selected columns. Fig. 21 indicates that a roll 16! is placed on the carriage to non-add the crossfooter when the carriage is in the column '7 position.

The foregoing description of one example of work is not to be considered as limiting the scope of the invention in any way. One example of work has been described merely to facilitate an understanding of the following detailed description of the mechanisms involved, and it will become clear from the following description of the mechanisms that the invention is equally well adapted for use in the performance of other varieties of work, many of which may involve different sequences of operations of the manual and automatic controls of the machine.

Carriage skip tabulation The carriage tabulating mechanism which norcolumnar position during the latter part of each machine cycle has alreday been briefly described. When there are no entries to be made in certain columns on the work form, as in column 2 in lines II and III and in columns 2 and 3 of line in Fig. 21, it is desirable to have the carriage skip past these coiumns. This result is obtained under control by the upper motor bar U. A stud 255 (Fig. I) carried by a member secured on the stem 230 of the upper motor bar U underlies the rearward arm of a pawl 251 which is pivoted on an arm 258 secured to a shaft 259. When the upper motor bar U is in its normal upper position, the stud 255 holds the pawl 251 in the position of Fig. 1 where the upper end of the front arm of the pawl is positioned forwardly of a stud 260 carried by the rear arm 261 of a three-armed lever 262 (Figs. 1 and 6) pivotally mounted at 263 and urged counterclockwise by a spring 264. The lower arm 265 of the three-armed lever has a cam end in the path of a stud 266 secured on the full-stroke sector 49. Near the end of the forward stroke of each machine cycle, the stud 266 engages the cam end of the arm 265 and rocks to tabulate to the next 

